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Lori Ann Heikkila Willis

Great Lakes Advisors, LLC

Chicago, IL

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Current Employers
Great Lakes Advisors, Llc

231 S. Lasalle Street 4Th Floor, Chicago, IL 60604 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-09
  • IL RA
    APPROVED
    Since 2026-01-09

Branch Locations

231 S. Lasalle Street 4Th Floor, Chicago, IL 60604 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wayne Hummer Investments Llc Chicago IL 02/2015 Present
Great Lakes Advisors, Llc Chicago IL 02/2015 Present
Previous Registrations
  • 2015-02-19 → 2025-12-31
    Great Lakes Advisors, Llc
    Chicago, IL
  • 2015-02-19 → 2025-01-28
    Wintrust Investments Llc
    Chicago, IL
    Chicago, IL
  • 2013-10-24 → 2015-02-13
    Securities America Advisors, Inc.
    Northbrook, IL
  • 2008-05-05 → 2012-09-19
    Assetmark, Inc.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-20
S63 Uniform Securities Agent State Law Examination 1997-06-27
  • S65 Uniform Investment Adviser Law Examination
    1998-10-20
  • S63 Uniform Securities Agent State Law Examination
    1997-06-27
Other Names
  • Lori Ann Heikkila
  • Lori Ann Willis

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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